SWMG HOLDINGS, LLC
Total AUM
$428.5M
Employees
8Clients
464Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
300 GALLERIA PARKWAY
SUITE 1100
ATLANTA
GA 30339
United States
SUITE 1100
ATLANTA
GA 30339
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
678-932-2500
Financials
Total AUM
$428.5M
Accounts
1,311Discretionary
$428.5M
Accounts
1,311Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
359AUM
$199.4M
HNW Individual Clients
105AUM
$229.1M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALFLGAILLANCSCTNTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.